“Website is going live !” Happiest moment for a developer, but easiest moment to forget certain things! As a developer, I have created a pre-launch checklist for my Magneto-2 projects. I believe this checklist will be helpful to you for moving Magento-2 store from development to production. This checklist is based on Magento Ver.2.1.1. Enjoy coding !!!!

1) Website URLs:
URL is an important thing in Magento-2 checklist. You need to verify all URLs for the storefront and admin-backend are correct. Ensure URLs are ‘www’ or not, ‘https’ or not.

Check for database changes: You can also check values in database table ‘core_config_data’ for below path

  • web/unsecure/base_url
  • web/secure/base_url

Check for backend settings: You can also check below backend settings.

  • admin-> Stores-> Configurations-> General [tab]-> Web-> Base URLs
  • admin-> Stores-> Configurations-> General [tab]-> Web-> Base URLs (Secure)

Check for file changes: Also check for backend url ‘frontName’ in below file:

  • app/etc/env.php

 

2) Secure Magento-2 store with SSL certificate:
Before move to production mode, it is extremely important to install a 100% Signed Security (SSL) Certificate for the domain where Magneto-2 proposed to run. The reason is, Magento allow its customer to pay online for their order. Security certificate keep Magento customers safe from hackers from stealing their information.

 

3) Storefront URL:
The url address for your storefront is normally the domain that you purchased. Sometimes store installed in root or subdirectory. Sometime installation located as sub-domain. You need to ensure the urls are correct and properly assigned. Your urls might look like:
http://mystore.com
http://www.mystore.com/shop
http://shop.mystore.com

 

4) Store backend URL:
The backend url was set up during the time of installation. The default address is the same as your storefront, but with ‘/admin’ at the end.
For example: http://mystore.com/admin Its recommended to change default ‘/admin’ to something you can easily remember, but difficult to guess by others.

 

5) Customer account:
It is better to set up a test customer account, so you can experience the store and checkout process from the customer’s perspective

 

6) Admin login Credentials:
Ensure that you have all credentials that need to access the admin side of your shop.

 

7) maintenance.flag:
If you want to put your store into maintenance mode, you need to create a “.maintenance.flag” file (please note the .(dot) in prefix) and upload it under “var/” folder of your Magento2 website. When Magento locate that file in “var/” folder, operates in maintenance mode otherwise normal mode.

 

8) Store email addresses:
Update all communication email address with a valid business email id. Ensure all send and receive notifications like order confirmation, invoice, shipment, credit-memo, newsletter etc. are working fine in live server.
Check for backend settings:

  • admin-> Stores-> Configurations-> General [tab]-> Store Email Addresses
  • admin-> Stores-> Configurations-> General [tab]-> Contacts-> Email Options
  • admin-> Stores-> Configurations-> Sales [tab]-> Sales Email
  • admin-> Stores-> Configurations-> Sales [tab]-> Checkout-> Payment Failed Emails

 

9) Store email templates:
Its recommended to design custom email templates with unique style for transactional emails. You can customize new email templates from backend with the help of a html designer/developer.
Check for backend settings:

  • admin-> Marketing-> Email Templates

 

10) Store information:
Confirm all store information are ready for production mode. Store information like logo, store name, phone number, address information, locale option, default country and country options etc.
Check for backend settings:

  • admin-> Stores-> Configurations-> General [tab]-> General-> [check all settings]
  • admin-> Content-> Configuration-> [choose store/website then click on ‘Edit’ link]-> [check all settings]

 

11) Product inventory:
Each of your product has both short-term and long-term version of inventory options. You need to carefully configure settings depends upon your stock management requirements.
These are options available:

  • Option 1): Manage inventory without Stock Management
  • Option 2): Manage inventory with Stock Management

Check for backend settings:

  • admin-> Products-> Catalog-> [choose a product in EDIT mode from grid]-> click on ‘Advanced Inventory’ link from the page

 

12) Check Favicon:
The Favicon is a small icon which is shown at the browser address-bar. It represents your brand, so don’t forget to check this. Create one if you don’t have with the help of a designer or create one through online tools by uploading your company logo.
Check for backend settings:

  • admin-> Content-> Configuration-> [choose store/website then click on ‘Edit’ link]-> HTML Head-> Favicon Icon

You can find more details on Favicon here
13) Sales order process:
Another important thing is to ensure sales order functionality. You need to ensure tax properly configured based on your business rules, minimum order amount, guest checkout, product price, special price life-time, promotional rules and its lifetime etc.
Check for backend settings:

  • admin-> Stores-> Tax Rules
  • admin-> Stores-> Tax Zones and Rates
  • admin-> Stores-> Currency Rates
  • admin-> Stores-> Terms and conditions
  • admin-> Stores-> Configurations-> Sales [tab]-> Checkout-> Checkout Options
  • admin-> Stores-> Configurations-> Sales [tab]-> Checkout-> Shopping Cart
  • admin-> Stores-> Configurations-> Sales [tab]-> Checkout-> Payment Failed Emails
  • admin-> Marketing-> Catalog price rules
  • admin-> Marketing-> Cart price rules
  • admin-> Products-> Catalog

 

14) Shipping methods:
Configure, enable and test all shipping methods that are used by your company.
Check for backend settings:

  • admin-> Stores-> Configurations-> Sales [tab]-> Shipping Methods
  • admin-> Stores-> Configurations-> Sales [tab]-> Shipping Settings

 

15) Payment methods:
Configure, enable and test (using sandbox and production mode, if possible) all payment methods that are used by your company.
Check for backend settings:

  • admin-> Stores-> Configurations-> Sales [tab]-> Payment Methods

 

16) Google Tools:
The features Google Analytics and Google AdWords is used to track detailed data from your customers who surf on your website. Magento is integrated with Google API services. You need to update details from backend and check if you website is properly compatible with Google analytics and Google AdWords.
Check for backend settings:

  • admin-> Stores-> Configurations-> Sales [tab]-> Google API-> Google Analytics
  • admin-> Stores-> Configurations-> Sales [tab]-> Google API-> Google AdWords

 

17) Check default pages:
Normally home page is configured as default page. When a “Page Not Found” error occurs, the default page will be shown. You can manage all these settings from below backend area.
Check for backend settings:

  • admin-> Stores-> Configurations-> Web-> Default Pages [check all settings]

 

18) Disable unwanted modules:
Disable all unwanted module which activated for testing/development purpose.

 

19) Module Licenses:
Some magento extensions require a license key when setting up. You need to make sure that this key is still valid for production mode.

 

20) Cache Management:
Normally we all disable caching at beginning of development. So, remember to enable and refresh all cache on production mode.
Check for backend settings:

  • admin-> System-> Cache management

 

21) Index Management:
Make sure all indexes status are ‘Ready’ from backend.
Check for backend settings:

  • admin-> System-> Index management

You can re-index all indexes very fast through shell command if you have ssh access to server.
To check index status, run this command in ssh terminal

  • php bin/magento indexer:status

To re-index all, run this command in ssh terminal

  • php bin/magento indexer:reindex

Click here to read Magento2 commandline guide

 

22) Newsletter Subscriptions:
Test before live that a customer can subscribe and unsubscribe newsletters using your test customer account.

  • admin-> Marketing-> Newsletter Subscribers

 

23) Clear test data:
Remove all test products, test orders and test customers that were created during development.
Read more about how to clear all test data
24) SEO settings:
Search engine optimization (SEO) is one of the important factor for a online store. You should confirm all SEO settings like below in your store fine.
Meta tags for categories and products, SEO friendly urls, homepage title and meta data, image optimization, canonical tags for categories and products, robot.txt, xml-sitemap etc..

 

25) Website speed:
Test your website speed. There are many online tools that you can use for this purpose. I would recommend either use GTMetrix or Varvy. They will show your weak points and offer suggestions on how to make improvement.

 

Conclusion:
I hope that this post will help you to save time and effort. Always keep a checklist to ensure that you complete everything in professional manner!

Thank you for reading this post!!!